SPEAKERS

KEYNOTE SPEAKER

Jeremy K. Balkin

Head of Innovation | HSBC

Jeremy K. Balkin is considered a leading international expert on ethics in banking, fintech and the strategic engagement of Millennials in financial services. He is currently Head of Innovation for HSBC and based in New York, where he serves on the U.S. Retail Banking and Wealth Management committee and is responsible for the fintech innovation and exponential growth strategy for the US. Jeremy is also the multi award winning author of two books, Investing with Impact: Why Finance is a Force for Good, and Millennialization of Everything: How to Win When Millennials Rule the World. The books have both received widespread international acclaim including the Gold Medal for Business Ethics at the Axiom Business Book Awards in 2016.

PANELISTS & MODERATORS

Suzanne Cluckey

Editor | ATM Marketplace

Suzanne Cluckey is a writer with more than 25 years of experience in journalism and mass communications. Her work has appeared in trade journals and consumer publications throughout the U.S. and has covered a vast range of topics from cider-making to software development. In addition to her work for ATM Marketplace, Suzanne has written white papers and features for other publications in the Networld Media Group family including Fast Casual, Kiosk Marketplace, Mobile Payments Today and QSR Web.

Andrés Cueto, MSRE

SVP, Portfolio Director – Corporate Real Estate | BBVA Compass

Andrés Cueto leads client experience teams in charge of developing and executing corporate real estate plans that align with the bank’s strategic goals. In previous roles he was responsible for ATM and branch transformation strategies. He has also led innovation teams tasked with collaborating with Fintech companies. Andrés lives in Houston, Texas with his wife and three children. In 2013 he was recognized as one of the city’s “Top 40 under 40” young leaders.

Chad Dilley

SVP, Channel Strategy | Zions Bank

Chad Dilley is the Senior Vice President of Channel Strategy for Zions Bank. Chad is responsible for managing the client experience across all channels at Zions Bank including in-branch, online, mobile, ATM, consumer lending, product management, and retail training. Chad’s current focus is working to attract the next generation of customers through modern technology based solutions and future state client experience.

David Drain

SVP, Events | Networld Media Group

David Drain has more than 20 years of experience in association management, event planning, writing and speaking. He has served as executive director of the Digital Signage Association (a group he co-founded), the Self-Service & Kiosk Association and the merged organization, Digital Screenmedia Association. Previously he was EVP for the Foodservice Consultants Society International. He currently oversees five summits for Networld Media Group ranging from mobile, interactive customer experience, bank CX, restaurant franchising and fast casual restaurants.

Donna Embry

SVP, Global Payments Strategy | Evolve Bank & Trust

Donna Embry has 51 plus years of experience in the payments industry and currently serves as SVP, Global Payments Strategy for Evolve Bank & Trust. In addition, Donna serves as President of Embry Consulting, LLC. Her prior executive positions include Chief payments Officer for Payment Alliance International (PAI); Executive Vice President, Product and Marketing for Vital Processing (TSYS Acquiring) and Senior Vice President, Electronic Banking for PNC Bank, as well as Chief Operations Officer for PNC’s former division, CFC Financial Services. Donna authored the first ETA publication, The Encyclopedia of Terminology for the Acquiring Industry, and developed/taught the inaugural introduction series of classes for ETA University.

Chris Ferris

President & CEO | Fidelity Bank

Speaker bio coming soon!

Margaret-Anne Heyland

SVP, Customer Experience Officer | American National Bank of Texas

Margaret-Anne Heyland is the Customer Experience Officer at American National Bank of Texas and is tasked with building the customer-centric methodology to drive customer experience transformation across the organization. It is a unique opportunity as ANBTX moves to be a “Community Bank in a Digital World” by focusing on the customer and developing omni-channel experiences. Prior to joining the Bank in October of 2017. Margaret had a career that spanned 25 years at USAA. During that time Margaret has worked in Wealth, Strategy & Customer Experience, Channel Management, Marketing, Leads Generation and Performance Marketing. She stood up the Optimization Team in 2012 and built the methodology from the ground up.

Jessica Kendall Hornof

EVP, Retail Banking | First Citrus Bank

With over 18 years of leadership and banking experience, Jessica Kendall Hornof serves as the Executive Vice President of Retail Banking for First Citrus Bank, a Tampa Bay-based community bank that specializes in delivering personalized banking services to individuals, families, and local businesses. Jessica leads the bank’s deposit division, which includes managing strategic deposit growth, designing and improving the client experience, leading the branch management team, and guiding associate development. Jessica’s passion is developing the potential of people, delivering client experiences that exceed expectations, and inspiring others to do the same.

Corey LeBlanc

Chief Digital & Innovation Officer | Origin Bank

Corey LeBlanc, Chief Digital & Innovation Officer for Origin Bank, has 19 years of experience in information technology that combines digital strategy, innovation, infrastructure management and security. As CDNO at Origin Bank Corey works to collaborate with internal departments, strategic partners, and customers to ensure that innovation remains at the forefront of the brand. Corey was awarded 20 Under Forty by Banking Exchange Magazine in 2018. He previously served six years in the United States Air Force where he was stationed at Bolling Air Force Base, Washington D.C. and the USAF Academy, Colorado Springs, Co.

Joe Mancini

VP, Information Security | Radius Bank

Joe Mancini is the Vice President of Information Security at Radius Bank, an industry leading virtual bank. In his role, Joe develops and implements a forward thinking, business enabling information security strategy that protects the organizations infrastructures and assets. Prior to his role at Radius, Joe spent 10+ years at East Boston Savings Bank located in Boston, MA. Joe is an experienced banking leader having held roles in fraud prevention, information and cyber security. Joe’s specialties include data security, along with privacy and compliance requirements in the digital world. Joe is a graduate of Northeastern University in Boston, MA.

Leslie Martinez-Moreno

Sr. Manager UX & Design, Secure Banking | CIBC

Leslie Martinez-Moreno is the Sr. Manager of User Experience & Design (UXD) for Secure Banking at CIBC Digital. Her focus is on Online Banking, Mobile Banking and ATM. In 2014, she led the team that contributed to CIBC earning for the 1st. time (and for the following 4 years), the top score in Forrester Research Canadian Online Banking Functionality Benchmark. Leslie has been a key contributor to the strategies behind the agile adoption and she is now involved in the transition to Digital Product Design. In the late 90’s Leslie worked for a Consulting firm in Mexico City whose clients included Government Agencies and FIs.

Bob Meara

Senior Analyst, Banking Group | Celent

Bob Meara is a senior analyst with Celent’s banking practice and is based in Atlanta, Georgia. His research focuses on the branch and ATM delivery channels, omnichannel delivery and check and cash payment processing technologies. A well known authority on remote deposit capture, Bob has led multiple consulting engagements involving financial services hardware, software and the impact of self-service on branch banking. Before joining Celent, Bob was the director of product marketing at Alogent. In this role, he positioned and launched a series of Check 21 payments solutions. Prior to Alogent, Bob also held positions in marketing and brand management at BellSouth, Hayes Corporation, and Procter & Gamble.

Kader Sakkaria

Neha Aggarwal

General Manager of Digital Transformation | Birlasoft

Neha Aggarwal has been in the Digital industry for over a decade and currently serves as General Manager of Digital Transformation for Birlasoft. In this role, she works with various Fortune 500 clients redefining their customer experience strategies, powered with the right innovation levers for an integrated omni-channel approach which includes Design thinking, conversational UI, AI based Personalisation, AR/VR and Automation led Operational efficiency. Her goal is to improve customer acquisition, growth and retention for her clients, using a customer experience-led approach backed by the right competency creation and delivery assurance. She holds a Master’s degree in Business Administration and is a certified Digital Marketing expert.

Nikos Acuña

Chief Visionary | Sizmek

Nikos Acuña is an award-winning author, producer, speaker, and futurist. As Chief Visionary at Sizmek, a company that creates advertising solutions of the future, Nikos uncovers the hidden connections between brands and audiences, and encapsulates his findings in the daring video series, Symbiosis. Nikos is the author of numerous research papers on AI and digital transformation, as well as several books, including The Predictive Business and Mindshare, which received Foreword Magazine’s Book of the Year Award and the USA Best Book Award. Nikos is also a strategic advisor and consultant to brands, agencies, and companies seeking to become exponential organizations.

Jeremy Balkin

Head of Innovation, Retail Banking | HSBC Bank

Jeremy Balkin serves as Head of Innovation for HSBC Bank USA based in New York, where he serves on the retail bank management committee and is responsible for the fintech innovation and exponential growth strategy for North America. Jeremy also serves on the board of the Samsung Council for Emerging Technology and he is the multi-award winning author of two books, Investing with Impact: Why Finance is a Force for Good, and Millennialization of Everything: How to Win When Millennials Rule the World. Jeremy previously served as an adviser to The Hon. Malcolm Turnbull, Australia’s 29th Prime Minister and as an executive at Macquarie Bank.

Andrea Boone

Executive Director | EY

Andrea Boone is an Executive Director in EY’s Financial Services Organization Digital Advisory practice. She has 15+ years of consulting and agency experience leading complex technology-driven and digital transformation initiatives across a variety of industries including financial services, retail, B2B technology, publishing, and healthcare. Andrea is passionate about digital and the ways in which digital technologies have inspired innovation and change in almost every aspect of modern life. She holds a Master’s Degree from the School of International and Public Affairs and a Bachelor of Arts from the University of North Carolina at Chapel Hill.

Eric Byunn

Co-Founder & Partner | Centana Growth Partners

Eric Byunn founded Centana Growth in 2015 and is one of its Partners. Before founding Centana Growth, Eric spent over 20 years in growth equity and technology. Eric currently serves on the Boards of Blueprint Systems, Jumio, Vena, One, Inc., and Catalyst Repository Systems. Prior to FTV, Eric served as Director of Online Services at myCFO, a startup wealth management firm. He held several positions at Netscape/AOL, including management of Netscape’s Personal Finance Channel and product management for the Netscape Navigator browser. He also has worked at Microsoft and McKinsey & Company.

Ajit Chawla

Vice President | Birlasoft

Ajit Chawla has worked across industry-segments helping customers with their Digital Transformation initiatives. In his current role as Vice President, Digital in Birlasoft (a C. K. Birla Group company), he leads a team that provides full range of services from strategic Consulting & Digital Strategy development to implementation & delivery of associated programs – with Banking & Financial Services as a focus vertical. He is a big advocate of keeping Customer Experience at the center of all Digital pursuits, and also promotes the need to proactively manage Digital Debt to ensure customers achieve their long-term goals from Digital Strategies.

Nancy Daniels

Board Chair/Managing Partner | HTx Holdings

Nancy is Managing Partner of HTx Holdings LLC and is board chair of HTx Services LLC and Circuitech LLC. She is an engineer and spent 15 years in the defense industry as technical innovator in weapons guidance. Over the last 25 years she has served in senior or ‘C’ level positions at the top OEM’s of Retail (PoS), ATM and Branch Automation technology. Her span of responsibility has included hardware and software engineering, logistics, field service and sales. Nancy has a deep knowledge of the Banking and Retail industries and is thought leader in the area of the cash eco-system.

Kristin Deegan

SVP, Digital Product Management | Wells Fargo

Kristin Deegan leads a team responsible for strategy and delivery of key digital products and experiences within Wells Fargo’s mobile and online banking. She focuses on the development of Wells Fargo’s app strategy, oversees development of products and features within online banking, and manages financial planning tools and experiences to help customers meet their financial goals.
Kristin joined Wells Fargo in 2006, and has been focused on understanding customer needs and delivering new experiences that meet those needs. Her product development experience spans work on the Wells Fargo mobile app, WellsFargo.com, and Wells Fargo Community. Prior to joining Wells Fargo, Kristin worked in Corporate Strategy for T-Mobile.

Mike DeMarco

Sr. Director of Sales | ZIVELO

Mike DeMarco is the Sr. Director of Sales at ZIVELO. He is located at the company headquarters in Scottsdale, AZ. His mission is to help companies meet the demand of their customers’ digital engagement needs through interactive kiosks and digital signage. Prior to joining ZIVELO, he led sales teams for companies like Chase Bank, Verizon Wireless and First Data. Mike is a U.S Army Veteran with service in Afghanistan and Iraq.

Susan Doyle

Senior Vice President | Commerce Bank

Susan Doyle is a Senior Vice President of Electronic Payments for Commerce Bank who partners with senior bank management to ensure the innovative payment trends continue to evolve with the business. Susan strives for a better customer experience in the evolving payments industry. After working in the payments industry for almost 30 years, Susan knows what is driving the future of payments. She has the industry knowledge from the banking perspective that will help lead Commerce to be more agile as payments transform to be faster. In her role, she oversees the strategy and product direction for Treasury Services electronic payment products.

Aaron Frydman

EVP/CIO | Partners Federal Credit Union

As Chief Information Officer, Aaron Frydman is responsible for developing and delivering on the Credit Union’s overall technology strategy. Aaron leads the application architecture, development and support teams along with the data center, network operations and help desk functions. Aaron is focused on operational excellence, developing and supporting technology that securely meets our Member’s immediate and future financial needs with a seamless technology enabled experience.

Len Gaulin

Senior Account Executive | Ventus Global Network Solutions

Len Gaulin is a Senior Account Executive for Ventus with over 30+ years’ experience selling comprehensive networking solutions to distributed enterprises. With a core focus on national retail banks and financial institutions, Len has helped some of the largest banking institutions in North America achieve their strategic networking and communications goals.

Heather Gibbins

VP, Global Software Go-to-Market | Diebold Nixdorf

Heather Gibbins currently serves as the vice president, global software go-to-market, for Diebold Nixdorf. In this position, she leads the team responsible for developing go-to-market strategies and messaging for the company’s global software line of business. She specializes in generating and maximizing sales traction and has unique end-to-end experience in all linkages from product management, to field enablement and direct sales. Heather received a master’s degree in business administration with a concentration in organizational development from Case Western Reserve University in Cleveland, OH, and a bachelor’s degree in business administration with an emphasis in marketing from Baldwin-Wallace College in Berea, OH.

Julie Godfrey

US Lead, Retail Banking Solutions & Innovation | Samsung

Julie Godfrey is the US lead for Retail Banking Solutions & Innovation at Samsung Electronics America. She is responsible for co-innovation with industry leading financial services organizations transforming business processes and delivering competitive differentiation with mobile technology. Julie has been recognized for her achievement in Retail and Food Service customer experience design, employee mobility enablement, and building emerging technology ecosystems in the fields of VR, mobile payments, and wearable technology. Julie earned a Masters of Fine Art (MFA) from The University of Tennessee, and a Masters of Business Administration in Data Analytics (MBA) from Rutgers Business School. She is an advocate for the city of Newark.

Scott Hackl

SVP of North American FI Sales | Hyosung

Speaker bio coming soon!

Jonathan Hartsell

VP, Virtual Channels | Wells Fargo

Jonathan Hartsell leads Digital Business Development and Innovation for Wells Fargo Virtual Channels. His team is responsible for identifying and accelerating opportunities for transformational change in consumer digital channels. Jonathan focuses on leveraging the best of technology and design to drive innovation across the digital ecosystem. Since joining Wells Fargo Jonathan has led a variety of strategic initiatives across product teams and at the enterprise level. He led Wells Fargo’s consumer Financial Health program focused on helping consumers achieve financial success and spearheaded the establishment of the company’s Enterprise Patent Office. Jonathan has over 15 years experience in financial services leading strategy and execution to improve the customer experience.

Rachel Huber

Analyst, Payments | Javelin Strategy & Research

Rachel Huber is an analyst in Javelin Strategy and Research’s Payments practice. Her focus is on the developing payments industry, with specific interests in e-commerce, person-to-person payments, digital wallets, and generational differences in payment preferences. Before joining Javelin, Rachel was an analyst at Fiserv where she focused on competitive intelligence and thought leadership in support of the card services division. Rachel began her career in investment management before moving into mutual fund compliance at US Bank. Rachel holds a BBA in finance and marketing and an MBA with specialization in investment management, both from the University of Wisconsin-Milwaukee.

Lisa Huertas

Chief Experience Officer | Texas Tech FCU

For the past 18 years, Lisa has served the financial industry in a variety of leadership roles. From co-founding a successful design and development firm for financial institutions to the vice president of a banking compliance company to strategic consulting for financial institutions as FTSI’s Vice President of Emerging Markets. Lisa has worked with hundreds of bank and credit union leadership teams to understand and develop their vision, strategy, culture and critical technology. She has been described as innovative, with a unique lens that is an asset to industry thought leaders. Lisa has been recognized nationally for her professional excellence.

Andy Joneson

VP of Information Technology | Members Cooperative Credit Union

After graduating from high school, Andy enlisted in the US Navy and worked in the personnel office. During this time his computer crashed and would not reboot. This was prior to things being stored on network drives so everything was lost. IT was able to restore his computer, which forever altered the career path Andy had set out for himself. Upon discharge, he graduated from St Cloud State University with a BS in Network Modeling and Simulation, later followed by a Master in Business Administration from St Mary’s University. Andy has spent the last seventeen years working in technology across various industries with nearly the last three years in finance.

Sean Keathley

President | Adrenaline

As President of Adrenaline, Sean Keathley brings a wealth of experience from the worlds of marketing, business development, management and client relations. Sean’s leadership integrates all of Adrenaline’s disciplines from strategy and planning to design and implementation. His expertise lies in retail design and brand enhancement projects that accelerate growth and build competitive advantage for clients. He has partnered with the likes of Charles Schwab, Capital One, Macy’s, Northwestern Medicine, Wells Fargo and numerous others to create sustainable programs. As a visionary thought-leader, he speaks around the globe about trends, technology and industry happenings.

Jean-Pierre Lacroix

President | SLDNXT

Jean-Pierre Lacroix is president of immersive experience design firm SLDNXT. A visionary design thinker, author and speaker, JP is driven to produce measurable results through strategic insights. He is committed to transforming the customer experience by designing immersive experiences that compel consumers to buy at the moment of purchase. JP is continually sought after by top brands, industry associations, conferences and publications for his insights on leading packaging, retail, banking and digital trends. His client list includes Cineplex Entertainment, Regions Bank, Toronto Blue Jays, PepsiCo Canada, CZ Bank, The Source and TD Bank Group.

Sérgio Magalhães

Director of Branch of the Future Department | Millennium bcp

Sergio Magalhães has more than 20 years of experience leading development teams and IT Departments in MillenniumBCP, a multinational bank, based in Portugal which is leader in innovation and customer experience. Since 2015 he was the Head of the Branch of The Future Department that is responsible for Branch Transformation projects, connecting the physical and the digital worlds, delivering the best customer experience. He oversaw the development of a new customer-oriented branch concept, now present in more than 40 locations in Portugal and with innovation features available in all 500+ branches of Millennium bcp in Portugal. Recently he joined the Digital Transformation Office of MillenniumBCP.

Katherine McGee

Head of Digital | Wells Fargo

Based in San Francisco, Katherine McGee is the Head of Digital Product Management at Wells Fargo. Part of Wells Fargo’s Virtual Channels organization, Katherine is responsible for managing the customer experience and functionality on wellsfargo.com, and online and mobile banking. Katherine oversees product management for sales and service functionality, and all digital products and features. She also partners closely with groups across Wells Fargo as they look to digital to meet customers’ financial needs. Katherine joined Wells Fargo in 2002, and has led multiple initiatives and teams in the digital space. She has been focused on delivering great customer experiences including a redesigned website, new mobile and tablet apps, and planning tools.

Joe Militello

VP of Engineering | Hyosung

Joe Militello leads Hyosung’s Global Software Center (GSC), where he is responsible for developing the multi-industry software solutions and hardware that make Hyosung the market leader in the self-service software industry. Joe also oversees the release, customization and deployment of hardware solutions in Hyosung’s rapidly growing American market. Joe brings 15 years of industry experience to Hyosung, where he also heads the Professional Services Consulting Group, managing development and implementation of on- and off-site customer services to complement GSC solutions. Prior to joining Hyosung, Joe worked in global development and deployment roles for NCR Corporation.

Jodi Neiding

Jodi Neiding is Diebold Nixdorf’s vice president of Americas banking portfolio. She is responsible for the Americas business strategies and lifecycle management of Diebold Nixdorf’s ATM systems and related module technologies; ensuring it continues to meet market demand for a comprehensive self-service portfolio. Jodi holds a Master of Business Administration with concentrations in Policy and Marketing from Case Western Reserve University, Cleveland, OH, and a Bachelor of Science degree in journalism with an emphasis in public relations from Bowling Green State University, Bowling Green, OH.

Erik Nilsen

VP, Product Management | Fiserv

As Vice President-Product Management, for the Open Solutions Division of Fiserv, Erik Nilsen has overall responsibility for the digital ecommerce channels, Credit Card Management for DNA, the DNAappstore, CRM and BI solutions as well as our new Biometrics offering Verifast. He drives the product strategy, distribution, pricing, and leads a team of product managers in these areas. Erik has been with Fiserv for over 7 years, and prior to joining that spent 10 years with Webster Bank leading their Small Business product and ecommerce strategy. Before that, Erik spent 6 years with Fleet Bank in their Product Management area leading small business acquisition and deposit pricing initiatives.

Mort O’Sullivan

CEO & Founder | ARCA

As the founder and global leader of ARCA, Mort has built a global company that focuses on improving the efficiency of financial transactions for bank branches, retail stores, and self-service kiosks. Twenty years ago, Mort looked at cash automation technology and saw the potential to expand into non-traditional areas. Mort’s vision for markets beyond banks and credit unions helped pave the way for an entire industry of cash automation in verticals such as grocery store self-checkout lanes, parking garages, car washes, bill-pay kiosks, and more. Under Mort’s leadership, ARCA has grown to an international organization employing more than 500 people, with revenue in excess of $125 million.

John Piazza

AVP of Digital Innovation | MB Financial Bank

Based in Chicago, John Piazza leads the digital innovation practice at MB Financial Bank, a regional bank with $20 billion in assets. With an eye on leveraging new technologies, he focuses on new product development, digital strategy, and strategic investments. He partners closely with groups across MB Financial, from consumer banking to treasury management, as they look to advance their digital capabilities and plays an active role in building MB’s place in the fintech ecosystem. Prior to his current role, he led digital customer acquisition and analytics and worked on corporate strategic projects. Outside of MB, he volunteers for microfinance not-for-profits and enjoys running and cycling.

Brenda Pino

Vice President | BMO Harris Bank

As Vice President of Physical Channels for the BMO Financial Group, Brenda Pino’s responsibilities include assuring optimal customer experiences when utilizing any of the Bank’s Physical Channels and Self Serve Solutions, which includes a network of over 4,000 ATMs & ITMs in North America. She also manages the ATM branding relationship with several Independent ATM Deployers for BMO. Prior to joining BMO Harris Bank in 1997, Brenda had been with Beverly Bancorporation for 20 years. As Senior Vice President at Beverly, she managed all bank operations for the 13 branch holding company. Her responsibilities included the management of their network of ATMs throughout the Chicagoland area.

Arijit Roy

Arijit Roy leads the marketing, product, and digital teams for Discover’s Deposits business. In this capacity, Arijit is responsible for driving growth in consumer deposits. He oversees all direct and mass marketing activities, product development and management, and the design and delivery of distinctive digital experiences for customers (on both online and mobile channels). Arijit has held several leadership positions since joining Discover in 2013. Prior to joining Discover, Arijit was an Associate Partner, at McKinsey and Company, focused on the financial services industry. Arijit holds an MBA from Harvard Business School, an MS in Industrial and Systems Engineering from Virginia Tech.

Rachel Rich

VP, Sr. Marketing Manager | BMO Financial Group

As VP, Sr. Marketing Manager at BMO Financial Group, Rachel leads the North American digital adoption and engagement marketing strategies focusing on behavioral change programs that optimize the digital funnel and builds a strong foundation to ensure support of the bank’s strategic priorities of customer growth and enhanced customer experience. She joined BMO Financial group in 2011, upon the merger with M&I Bank. With over 15 years of dynamic marketing experience Rachel brings a unique set of qualifications that enables her to effectively lead, develop and manage all aspects of integrated channel campaigns.

Milton Santiago

Omni Channel Digital Executive | FinTech Advisors

Milton Santiago is an industry recognized digital banking strategist that is known for creating transformational digital banking experiences. Milton brings over 28 years of experience and is a seasoned and proven global digital executive, leader, strategist, innovator and visionary. He is an expert in deciphering client needs and executing those needs into compelling and satisfying digital client experiences. Milton was formerly the Managing Director, Global Digital Channels Executive at Bank of America and creator of CashPro. He established and led the banks Omni Channel strategy as well as establishing several new business practices to support the digital transformation strategy.

Matt Schulz

Lead Digital Strategy Manager | USAA

Matt Schulz is the Lead Digital Strategy and Insights Manager at USAA. Matt is described as a unicorn, digital leader, strategist, system designer and futurist driving the next generation of digital experiences to help USAA members improve their financial security. He is currently looking at the intersection of new technology in the form of microservices, machine learning/AI, bots, conversational UI, mixed reality and how that intersects with everyday life experiences. In addition, Matt is a professional blogger for TechTarget.com focused on the viewpoint of the user and the teams that are implementing technology with over 150 articles published.

William Sears

VP, Strategic Solutions | Sizmek

Bill Sears brings broad market experience as an applied leader in marketing technology, consumer analytics, digital marketing, and market research. He has led on-site teams and delivered business changing results at more than 20 global brands, and continues to challenge the boundaries of technology enabled data collection and application. Today, Bill leads a joint venture with Davis & Partners Consulting to translate client business challenges into solutions that leverage leading Digital Marketing Technologies. Specific areas of expertise include: Data Management, Consumer Analytics, Platform Planning, and Organizational Adoption. Bill holds a BS in Marketing from Ithaca College, and a Ducktorate Degree from the Walt Disney University.

George Simotas

Managing Principal | Capco

George Simotas is a Managing Principal based out of the Capco Chicago office and co-leads Capco’s Cards and Payments practice. He has over 30 years of experience in the financial services industry and in consulting. He specializes in program execution for complex engagements that span business and technology strategy and operations. Areas of his expertise include payments, credit card issuing and acquiring, mortgage origination and servicing, bank operations, operational risk management and compliance. He holds a master’s degree in business administration from St. Mary’s College and a bachelor’s degree in accounting from California State University in San Francisco.

Ron Strand-Sorrell

EVP, Chief Operating Officer | Axiom Bank

Ron Strand-Sorrell has over 30 years of experience in financial institutions and currently is the Chief Operating Officer of Axiom Bank N.A. in Maitland, Florida. In his role, he oversees the operations, information security and technology, product development, customer support and prepaid card programs. Ron has a strong working knowledge of the banking industry and has utilized this knowledge to focus on improving the customer experience at Axiom Bank.

Tricia Szurgot

Tricia Szurgot is Chief Marketing & Experience Officer for First Commonwealth FCU and Exective Director of their WE Thrive Foundation. She is responsible for growth and impact including brand, marketing, CX/MX (branch, digital, contact center), product, retail operations and corporate social responsibility. Named 2018 NAFCU Professional of the Year, 2018 Lehigh Valley Business Woman of Influence and 2017 CMO of the Year, Tricia is recognized as an expert in purpose-driven, people-centric brand, experience and organizational transformation to accelerate growth agendas, unify teams, energize brands and maximize positive impact. Tricia has worked directly with some of the world’s top experience brands.

Phil Talmage

SVP, ATM Solution Products Group | PNC

Phil Talmage is based out of Cleveland, OH and currently leads an ATM Product group within PNC’s Physical Distribution Planning and Technology Team focusing on strategic decisions for ATM feature and functionality, customer experience, 1-1 Marketing, ATM software and Instant Card Issuance. Phil has been with PNC for 25 years and has over 32 years in banking holding various leadership roles in Operations, Debit Card and ATM. PNC currently has a network of approximately 9,000 ATMs.

Ryan Tuttle

Senior Consumer Finance Analyst | Euromonitor International

Ryan Tuttle is a senior consumer finance analyst at Euromonitor International. His work at Euromonitor primarily focuses on global trends and developments in cards, payments, and lending. His professional interests centre on the evolving role that technology plays in payments. Ryan has been with Euromonitor since 2014 and has been quoted and published in various publications during his time with Euromonitor including: The Chicago Tribune, CNBC, MarketWatch, and The Paypers. Ryan holds a Master of Public Policy degree from Oregon State University in Corvallis, Oregon and a Bachelor of Arts degree from Gonzaga University in Spokane, Washington.

Bryce VanDiver

Partner | CAPCO

Bryce VanDiver is a Partner at Capco within North America’s Banking practice where he co-leads the business and cost transformation practice. In his role, he works with retail and wholesale banks, to design, plan and implement complex, large-scale initiatives that modernize payments products, processes and systems. He has 15 years of progressive consulting experience with a specialization in the strategy and delivery of payments solutions. Recent engagements include work in enterprise payments strategy, small business card launch, faster payments operations training, processor conversion and peer-to-peer capability roll-out. He regularly contributes to industry publications and actively consults with clients in the shift to faster payments.

Benjamin Wallace

EVP Operations & Technology | Orrstown Bank

Speaker bio coming soon!

Charles “Bud” Yanak

Director of Product Management | Fujitsu

Bud Yanak is the Director of Product Management for Fujitsu Frontech North America’s Biometric Solutions. Bud has over 20 years of experience in Biometric identification technologies including iris, face, fingerprint and palm vein. Having been involved in all aspects of product and system development, from requirements and design through pilot, implementation and system deployments, he has ‘hands on’ experience in deploying financial and healthcare biometric identification solutions worldwide.

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ABOUT

Digitally minded consumers are forcing financial institutions to rethink the way they do business. These consumers want to bank when and how it suits them. Financial institutions must innovate quickly to keep up with consumer demands and to respond to challenges from non-traditional competitors.

Bank Customer Experience (BCX) Summit will provide bank executives with powerful insights on these trends and highlight innovative technology to help today’s financial institutions transform themselves to serve consumers now and into the future.